Filed August 9, 2007 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $41,312 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $6,000 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,670 | $47,898+3.7% | $117,472-57.7% | $64,808-23.4% |
| Participation rate | 69.5% | 61.9%+7.6pp | 70.6%-1.1pp | 71.5%-2.0pp |
| Annual return | -15.50% | -15.54%0pp | 29.74%-45.2pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,782 | $1,774+0.4% | $4,176-57.3% | $2,506-28.9% |
| Participant deferral / active EE | $3,241 | $3,151+2.9% | $4,070-20.4% | $4,310-24.8% |
| Admin fee / account holder | $117 | $132-11.3% | $5,645-97.9% | $188-37.7% |